End-to-End KnowBe4 Security Awareness & Phishing Training

People click, hackers strike, and your business pays the price through downtime, lost data, financial damage, and broken trust. When security awareness training is just a once-a-year slideshow, employees stay vulnerable—and attackers know it. With fully managed KnowBe4 Security Awareness & Phishing Training, your team gets continuous protection through real-world phishing simulations, short training that sticks, automated follow-ups for high-risk users, and detailed reports that prove your organization’s phishing risk is consistently dropping.

We design your entire security awareness program end to end—planning the strategy, integrating KnowBe4 tools, creating the annual training calendar, running phishing simulations, coaching employees, and preparing the compliance reports auditors require, all backed by reliable U.S.-based support. The result is fewer successful phishing attacks, faster employee reporting, and a strong security culture where everyone plays a role in protection without adding extra work or stress.

Let’s Stop Phishing Before It Hits Your Business

Your team is smart, but sporadic training still leaves them at risk—signs it’s time to level up:

Users report “weird emails,” but clicks keep happening—especially with vendor invoice fraud, fake MFA prompts, and “CEO requests.”

A single long module each year that no one remembers two weeks later.

You can’t answer, “Are we actually safer this quarter than last quarter?”

Finance, HR, and executives don’t get special attention—even though they’re targeted the most.

Repeat clickers don’t get tailored help, and champions don’t get recognition.

HIPAA, SOC 2, PCI, cyber-insurance—they all ask for proof of training and phishing drills. Gathering it is a scramble.

Simulations are blocked by email filters. SSO isn’t set up. Users aren’t auto-enrolled. Reporting is manual.

Synergy IT fixes the foundations and builds a program that sticks—practical, measurable, and easy for your people to live with.

24x7x365

Procurement and Deployment

What Synergy IT Offers for KnowBe4

Program Design & Kickoff – 12-month training plan with baseline testing and policy alignment
Phishing Simulations – Real-world attacks like invoice fraud, VIP spoofing, MFA fatigue, QR lures, smishing, and vishing
Role-Based Learning Paths – Short, scenario-driven modules for Finance, HR, IT, clinicians, legal, and executives
SSO & Auto-Provisioning – Entra ID/Okta SSO, SCIM auto-enrollment, and clean de-provisioning
Deliverability Tuned – SPF/DKIM/DMARC alignment and secure allow-listing to ensure emails reach users
Risk-Based Automation – Repeat clickers get micro-lessons; champions get badges and recognition
Manager & Executive Dashboards – Track phish-prone %, completion rates, report usage, time-to-report, and trends

Report Phish Button Rollout – One-click reporting in Outlook, Gmail, and mobile with immediate feedback
Compliance Evidence On Demand – Attendance logs, completion certificates, policy attestation, simulation results
Co-Managed or Fully Managed + 24/7 Support – We run the program or share duties with your team; USA-based support included

Realistic Phishing Simulations

Attackers evolve, so your simulations must too. We craft campaigns that mimic current threats your people actually see:

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  • Business Email Compromise (BEC): Supplier bank-detail changes, fake invoice approvals, last-minute wire requests.

  • MFA Fatigue & Consent Phishing: “Approve sign-in” spam and OAuth app consent traps that bypass passwords.
  • QR-Code Lures: Posters, packages, or “parking tickets” with QR codes leading to credential-theft pages.
  • Smishing & Vishing: SMS delivery notices, payroll issues, or IT helpdesk voice calls requesting one-time codes.
  • “Too Good to Be True” Promos: Gift cards, travel reimbursements, or HR survey “bonuses.”
  • Industry-Specific Decoys: EHR alerts for healthcare, ACH notices for finance, shipping updates for logistics.

Outcome: Multi-step phishing simulations mirror real attacks. Users earn points by reporting suspicious emails, even before clicking.

Quick & Effective Training

Adults don’t learn from lectures; they learn by doing. Our training mixes micro-lessons, interactive scenarios, and short videos to create muscle memory:

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  • Bite-Size Modules: 3–7 minutes each, delivered monthly—no hour-long sessions.

  • Role-Based Tracks: Tailored for Finance, HR, Legal, IT, Sales, and clinicians with relevant scam scenarios.
  • Just-in-Time Learning: Sent immediately after a risky click while the lesson is fresh.
  • Positive Reinforcement: Badges and shout-outs for quick reporters and clean quarters.
  • Manager Nudges: Simple notes leaders can send to keep security top-of-mind during high-risk periods (tax time, holidays, quarter-end).

Smart System Integrations

A smooth program disappears into the background. We connect the dots so everything “just works”:

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  • SSO with Entra ID/Okta: One-click access and automatic user syncing.

  • SCIM Provisioning: Automatically enroll new hires and remove leavers—no manual lists.
  • Email Deliverability Tuning: SPF/DKIM/DMARC alignment and allow-listing without weakening defenses.
  • SIEM & Ticketing Hooks: High-risk events trigger tickets for fast handling.
  • M365 & Google Controls: Safe links, attachment sandboxing, and training alignment for reinforced security.

Meaningful Measurements

Leaders don’t want a wall of charts; they want a clear story. Your monthly executive one-pager includes:

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  • Phish-Prone Percentage Trend: Baseline to current metrics.

  • Report Rate & Time-to-Report: Are employees spotting threats faster?
  • High-Risk Role Progress: Tracking Finance, HR, executives, etc.
  • Repeat Clicker Reduction & Coaching: Improvement and completion stats.
  • Top Decoy Types: Which scams fooled users and adjustments made.
  • Next-Month Plan & Policy Updates: Upcoming actions and changes.

Outcome: Admins get user-level results, campaign insights, department comparisons, and exportable evidence for audits and cyber-insurance.

Instant Cyber Insurance Evidence

Auditors and insurers ask the same questions every year. We make answers a click away:

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  • Completion Logs & Certificates: By user and team.

  • Policy Attestation Records: Acceptable use, phishing policies, reporting acknowledgments.
  • Simulation Schedules & Results: Who reported, clicked, or entered data.
  • Exceptions & Accommodations: Leave, language, accessibility considerations.
  • Annual & Quarterly Summaries: Aligned with HIPAA, SOC 2, PCI DSS, GLBA, and state privacy regulations.

Outcome: Need a letter for your insurer or board? We provide clear, plain-English summaries linking security training to reduced incident risk and impact.

Flexible Management Options

Pick co-managed or fully managed—stay involved or let us handle it. Either way, everyone knows their role.

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  • Co-Managed Option: Keep eyes on the console while we handle the heavy lifting.

  • Fully Managed Option: We run the entire program and brief you monthly.
  • Clear Responsibilities: RACI chart ensures everyone knows who does what, and when.

Outcome: Flexible program management with clear accountability—stay informed or go hands-off

Accelerate Results in 90 Days: Sample Rollout

Days 1–15: Program Kickoff & Baseline Setup

We run a blind baseline test, integrate SSO/SCIM, tune email deliverability, launch the Report Phish button, and publish a 12-month training calendar for measurable security results.

Days 16–45: Achieve Early Security Wins

We launch monthly micro-training and deploy the first themed phishing simulation, such as vendor invoice fraud. Repeat-clicker coaching is activated, and managers access their first team-level dashboard for actionable insights.

Days 46–90: Prove Results & Optimize Security

We launch the second phishing simulation, such as MFA fatigue or consent phishing, alongside a role-based training module for Finance and HR. Executive one-pagers track your phish-prone percentage decreasing and report rates increasing, while we fine-tune decoys and content to mirror real attacker tactics in your environment.

By the end of the first quarter, organizations typically see significant reductions in phish-prone percentages and faster threat reporting—key behaviors that effectively lower breach risk.

Industries We Protect with KnowBe4 & Synergy IT

Healthcare & Clinics

Privacy-first training with phishing simulations that mimic EHR alerts and HIPAA-compliant evidence.

Financial & Professional Services

BEC/vendor fraud focus, executive impersonation defenses, and audit-friendly reporting.

Manufacturing & Logistics

QR-code and delivery scams, plant-floor awareness, and smishing training for mobile-first teams.

Retail & Hospitality

Seasonal scam themes, POS awareness snippets, and simple reporting from shared devices.

Education & Nonprofits

Budget-smart plans, age-appropriate content, and measurable culture lift.

High-Growth Tech & SaaS:

Developer-centric modules (OAuth, token theft), SSO automation, and rapid program iterations.

Why Synergy IT for KnowBe4?

Training isn’t a checkbox—it’s a behavior engine. Our program blends design, role-based content, automation, and reporting to reduce phishing, speed reporting, and simplify audits.

  • Security-first, user-respecting approach – Protection without friction

  • Measured outcomes – Your board will understand

  • Friendly, USA-based experts – Who speak human, not just security

Committed to customer satisfaction by offering innovative solutions.

Make People Your Strongest Security Control – Start Today

From phishing simulations and micro-training to SSO automation, risk-based coaching, and board-ready reporting, our fully managed KnowBe4 program delivers continuous security awareness that actually works and keeps improving.

How Our Managed Security Program Works

  • 1

    Baseline Reality Check — We start with a blind phishing test and short assessment to measure phish-prone users, reporting behavior, and high-risk groups. We also review policies, cyber-insurance, and compliance requirements like HIPAA, SOC 2, PCI, GLBA, and FERPA.

  • 2

    12-Month Risk Plan — We create a tailored 12-month plan with monthly phishing simulations, quarterly deep dives for high-risk roles, and short microlearning modules. Each month targets key threats like vendor fraud, MFA fatigue, QR code scams, and AI deepfakes, with quarterly reviews to refine the program.

  • 3

    Real-World Delivery — We handle SSO configuration, SCIM provisioning, and safe allow-listing to ensure phishing simulations reach inboxes. The Report Phish button is deployed to desktops and mobile clients. Our rollout is seamless with clear, user-friendly communication your team will actually read.

  • 4

    Risk-Based Coaching and Reinforcement — Users who click risky links are automatically enrolled in targeted micro-modules. Repeat clickers receive a structured coaching series, managers get gentle nudges with talking points, and security champions receive recognition—all promoting a positive, learning-focused culture.

  • 5

    Measure, Prove, and Improve — Track results with decreasing phish-prone percentages, increasing report rates, and faster reporting times. Monthly board-ready one-pagers and detailed admin dashboards provide visibility, while quarterly roadmaps introduce new tactics informed by emerging attacker trends.

Real-World Results – Representative Outcomes

Regional Health Group

  • High risk with many phish-prone users and low report rates
  • Phish-prone users dropped sharply in 90 days
  • Employee report rates more than doubled
  • Vendor-spoofing attempt reported within minutes
  • Potential wire fraud was prevented

Multi-site distributor

  • Finance targeted with invoice fraud

  • Role-based drills and coaching reduced risky clicks
  • Report Phish button enabled faster triage
  • Incident tickets declined
  • Quarterly training completion reached 98% without nagging

Remote-first SaaS firm

  • Main threats were consent-phishing and MFA fatigue
  • Launched tailored training on OAuth app consent and push-bombing
  • Risky approvals plummeted
  • M365 reported fewer account compromises

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FAQs – Fast Answers for Busy Teams

No. Coaching beats shaming. We focus on behavior change with micro-lessons and positive reinforcement. Repeat clickers get extra help; champions get recognition.

Our approach is short, relevant, and respectful. We keep content credible, vary timing, and explain the “why.” Most teams actually enjoy spotting and reporting phish once the program gets rolling.

Yes—your phish-prone% drops, report rates rise, and time-to-report shrinks. We tie behavior shifts to incident reductions and provide evidence for your auditors and insurer.

Absolutely. We handle allow-listing the right way so simulations land without weakening real protections (SPF/DKIM/DMARC stay intact).

Because running a great program takes time you don’t have. We bring design, automation, deliverability, role-based content, and reporting discipline so your investment delivers.

Yes—USA-based support and monitoring with defined SLAs. Your users and admins get fast help